YorkBridge Wealth Partners’s Target TGT Stock Holding History

YorkBridge Wealth Partners’s Portfolio TGT Stock Details TGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-200	Closed	-$17K	–	592
2019 Q2	$17K	Hold	200	–	–	0.01%	496
2019 Q1	$16K	Hold	200	–	–	0.01%	497
2018 Q4	$13K	Sell	200 -200	-50%	-$15.4K	0.01%	541
2018 Q3	$35K	Hold	400	–	–	0.02%	398
2018 Q2	$30K	Hold	400	–	–	0.01%	435
2018 Q1	$29K	Sell	400 -345	-46%	-$25.1K	0.01%	443
2017 Q4	$53K	Sell	745 -584	-44%	-$35.3K	0.03%	369
2017 Q3	$78K	Hold	1,329	–	–	0.04%	322
2017 Q2	$70K	Buy	1,329 +50	+4%	+$2.73K	0.04%	329
2017 Q1	$72K	Buy	1,279 +784	+158%	+$48.8K	0.04%	325
2016 Q4	$39K	Buy	+495	New	+$35.8K	0.02%	390

Other funds holding TGT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

YorkBridge Wealth Partners's TGT Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Target (TGT) in Q3 2019, closing a stake of 200 shares — an estimated $17K sold.

YorkBridge Wealth Partners first reported a position in TGT in Q4 2016 and held it in 11 quarters. The position peaked at $78K in Q3 2017. 1,376 funds tracked by Wall St. Rank hold TGT as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Target position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 200 Target shares in Q3 2019, an estimated $17K.
YorkBridge Wealth Partners first reported a position in Target in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Target position peaked at $78K in Q3 2017.
1,376 funds tracked by Wall St. Rank held Target as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.